Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free DFIP Stock Alerts

Dimensional Inflation-Protected Securities ETF (DFIP) Institutional Ownership

Dimensional Inflation-Protected Securities ETF logo
$41.26 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$253.99M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$37.81M
Get DFIP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Inflation-Protected Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DFIP Institutional Buying and Selling by Quarter

Dimensional Inflation-Protected Securities ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada47,986$2.00M0.0%+22.5%0.185%
5/15/2026Broadhurst Jeffrey B65,967$2.75M2.8%N/A0.255%
5/14/2026Klingman & Associates LLC26,685$1.11M0.1%-0.9%0.103%
5/14/2026Monograph Wealth Advisors LLC233,375$9.74M0.9%+4.1%0.901%
5/6/2026Sterling Financial Planning Inc.170,748$7.12M2.1%+10.4%0.659%
5/6/2026Centennial Bank AR 33,380$1.39M0.5%+32.9%0.129%
5/6/2026Assetmark Inc.70,663$2.95M0.0%-2.0%0.273%
5/6/2026CPA Asset Management Group LLC147,462$6.15M2.1%-10.9%0.569%
5/5/2026MB Generational Wealth LLC55,075$2.30M1.3%+15.2%0.213%
5/5/2026Nwam LLC52,471$2.19M0.1%+4.8%0.203%
5/2/2026Vestment Financial LLC158,546$6.69M3.4%+2.7%0.612%
4/30/2026Torren Management LLC913$38K0.0%-40.8%0.004%
4/30/2026Kestra Advisory Services LLC9,083$379K0.0%+9.5%0.035%
4/30/2026CFS Investment Advisory Services LLC56,576$2.39M0.2%+4.9%0.218%
4/29/2026Core Wealth Management Inc.253,735$10.59M3.2%+5.4%0.980%
4/28/2026Planning Center Inc.1,058,790$44.17M4.5%+4.1%4.088%
4/28/2026Berger Financial Group Inc4,817$201K0.0%N/A0.019%
4/27/2026Financial Plan Inc.193,415$8.07M0.9%+31.7%0.750%
4/24/2026Root Financial Partners LLC10,711$447K0.0%-8.9%0.042%
4/23/2026Forum Financial Management LP163,359$6.82M0.1%-0.4%0.633%
4/23/2026Coston McIsaac & Partners16,567$691K0.2%-4.0%0.064%
4/22/2026Aspire Private Capital LLC11,559$482K0.1%-11.7%0.045%
4/22/2026Foundry Financial LLC119,478$4.99M2.1%+97.9%0.463%
4/21/2026BCU Wealth Advisors LLC116,000$4.84M1.8%+2.7%0.450%
4/21/2026KFG Wealth Management LLC255,045$10.64M1.4%+10.1%0.989%
4/20/2026Factor Wealth Management LTD9,244$386K0.1%N/A0.036%
4/20/2026Apella Capital LLC227,411$9.59M0.1%+20.5%0.881%
4/17/2026Krilogy Financial LLC144,234$6.07M0.2%+4.3%0.559%
4/17/2026Stewardship Advisors LLC9,829$410K0.1%+5.1%0.038%
4/16/2026Henrickson Nauta Wealth Advisors Inc.110,231$4.60M1.3%-40.0%0.427%
3/2/2026Amicus Financial Advisors LLC48,084$2.00M0.6%N/A0.188%
2/24/2026TRU Independence Asset Management 2 LLC12,167$506K0.3%-12.9%0.048%
2/19/2026Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
2/18/2026Beacon Pointe Advisors LLC1,133,875$47.12M0.3%+6,458.4%4.429%
2/18/2026EP Wealth Advisors LLC7,086$294K0.0%N/A0.028%
2/18/2026Centennial Bank AR25,122$1.04M0.4%+5.5%0.098%
2/17/2026Equitable Holdings Inc.40,818$1.70M0.0%-1.9%0.159%
2/17/2026Osaic Holdings Inc.10,247$426K0.0%+98.3%0.040%
2/17/2026AWM Capital LLC84,892$3.53M0.3%+9.1%0.332%
2/17/2026Hill Investment Group Partners LLC802,608$33.35M4.0%+0.3%3.135%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/17/2026Donalies Financial Planning LLC12,812$532K0.5%N/A0.050%
2/17/2026Royal Bank of Canada39,169$1.63M0.0%+57.0%0.153%
2/13/2026Kestra Advisory Services LLC8,298$345K0.0%+72.9%0.032%
2/13/2026CreativeOne Wealth LLC31,752$1.32M0.0%+32.1%0.124%
2/13/2026Stifel Financial Corp5,433$226K0.0%N/A0.021%
2/13/2026Balanced Rock Investment Advisors LLC59,543$2.47M1.8%+5.8%0.233%
2/13/2026Monograph Wealth Advisors LLC224,135$9.31M0.9%+1.8%0.876%
2/12/2026Jane Street Group LLC21,256$883K0.0%+39.6%0.083%
2/12/2026HRT Financial LP7,738$321K0.0%N/A0.030%
2/12/2026Commonwealth Equity Services LLC42,143$1.75M0.0%-7.2%0.165%
2/12/2026StoneX Group Inc.10,496$436K0.0%N/A0.041%
2/12/2026Altiora Financial Group LLC78,596$3.27M0.6%-4.4%0.307%
2/12/2026Great Valley Advisor Group Inc.7,298$303K0.0%-7.9%0.029%
2/11/2026Focus Partners Advisor Solutions LLC10,104$420K0.0%-58.2%0.039%
2/11/2026LPL Financial LLC24,092$1.00M0.0%+40.6%0.094%
2/11/2026Curio Wealth LLC14,974$623K0.2%-12.8%0.058%
2/11/2026Vise Technologies Inc.8,615$358K0.0%N/A0.034%
2/10/2026Greenspring Advisors LLC16,032$666K0.0%N/A0.063%
2/10/2026Goldman Sachs Group Inc.112,720$4.68M0.0%-5.0%0.440%
2/10/2026Root Financial Partners LLC11,760$489K0.0%-19.9%0.046%
2/10/2026Savant Capital LLC241,114$10.02M0.1%+1.7%0.942%
2/10/2026CFS Investment Advisory Services LLC53,941$2.24M0.2%+9.0%0.211%
2/10/2026Foundations Investment Advisors LLC13,467$560K0.0%+12.4%0.053%
2/9/2026Harbour Investments Inc.902$37K0.0%+645.5%0.004%
2/6/2026Geometric Wealth Advisors525,921$21.86M2.8%+0.9%2.054%
2/6/2026Axxcess Wealth Management LLC33,194$1.38M0.0%N/A0.130%
2/6/2026Prevail Innovative Wealth Advisors LLC33,840$1.41M0.3%N/A0.132%
2/6/2026Larson Financial Group LLC119,284$4.96M0.2%-7.3%0.466%
2/6/2026Envestnet Portfolio Solutions Inc.9,023$375K0.0%-2.7%0.035%
2/5/2026Kane Co Wealth Management Inc.10,583$440K0.4%N/A0.041%
2/5/2026Yardley Wealth Management LLC270,023$11.22M6.0%+13.2%1.055%
2/5/2026Allworth Financial LP26,187$1.09M0.0%+1.2%0.102%
2/4/2026Nwam LLC50,056$2.08M0.1%+15.8%0.196%
2/3/2026New Dimensions Wealth Management LLC226,896$9.43M8.1%+5.3%0.890%
2/3/2026Coston McIsaac & Partners17,253$716K0.2%+137.4%0.068%
2/3/2026Plan Group Financial LLC40,442$1.68M0.4%-38.9%0.159%
2/2/2026Truist Financial Corp39,862$1.66M0.0%+325.6%0.156%
2/2/2026Composition Wealth LLC7,533$313K0.0%-5.2%0.030%
2/2/2026Planning Center Inc.1,016,625$42.25M4.3%+13.2%3.987%
1/30/2026BCU Wealth Advisors LLC112,903$4.69M1.8%+8.7%0.443%
1/30/2026Torren Management LLC1,541$64K0.0%N/A0.006%
1/30/2026Ares Financial Consulting LLC99,250$4.12M3.8%N/A0.389%
1/30/2026Exencial Wealth Advisors LLC44,617$1.85M0.1%+4.1%0.175%
1/29/2026Porter White Investment Advisors Inc.89,362$3.71M1.5%+21.6%0.352%
1/29/2026Concord Wealth Partners2,980$124K0.0%+150.4%0.012%
1/29/2026Klingman & Associates LLC26,933$1.12M0.1%-8.5%0.106%
1/28/2026First Financial Group Corp7,140$297K0.3%+14.8%0.028%
1/28/2026Rather & Kittrell Inc.505,517$21.01M3.4%+13.8%1.990%
1/28/2026Core Wealth Management Inc.240,688$10.00M3.1%+4.2%0.948%
1/28/2026Financial Plan Inc.146,870$6.10M0.7%N/A0.578%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/28/2026City State Bank38,400$1.60M0.4%+216.0%0.151%
1/27/2026Sterling Financial Planning Inc.154,691$6.43M1.9%+11.2%0.609%
1/27/2026Elevate Wealth Advisory Inc.2,402$100K0.1%+23.0%0.009%
1/27/2026Krilogy Financial LLC138,286$5.77M0.2%+6.9%0.544%
1/27/2026Vestia Personal Wealth Advisors33,260$1.38M0.7%+1.7%0.131%
1/27/2026Forum Financial Management LP164,063$6.82M0.1%-31.7%0.646%
1/26/2026Forteris Wealth Management Inc.6,958$289K0.3%N/A0.027%
1/26/2026Level Financial Advisors320,062$13.30M3.5%+12.4%1.260%
1/26/2026CWM LLC17,755$738K0.0%+3,501.4%0.070%
1/26/2026Austin Wealth Management LLC272,681$11.34M1.7%+3.5%1.074%


DFIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 institutional investors and hedge funds held shares of Dimensional Inflation-Protected Securities ETF. The most heavily invested institutionals were Beacon Pointe Advisors LLC ($47.12M), Heirloom Wealth Management ($45.55M), Planning Center Inc. ($44.17M), Hemington Wealth Management ($38.55M), Hill Investment Group Partners LLC ($33.35M), Geometric Wealth Advisors ($21.86M), and Rather & Kittrell Inc. ($21.01M).Learn more on Dimensional Inflation-Protected Securities ETF's institutional investors.

Of the 160 institutional investors that purchased Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Pointe Advisors LLC ($1.12M), Hemington Wealth Management ($737.46K), Insight Wealth Strategies LLC ($449.08K), Pinney & Scofield Inc. ($443.29K), Fortitude Family Office LLC ($428.49K), Scratch Capital LLC ($318.50K), and Planning Center Inc. ($314.43K).

Institutional investors have bought a total of 6,070,980 shares in the last 24 months. This purchase volume represents approximately $253.99M in transactions.

Of the 51 institutional investors that sold Dimensional Inflation-Protected Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CPA Asset Management Group LLC ($284.58K), Plan Group Financial LLC ($96.30K), Forum Financial Management LP ($79.51K), Henrickson Nauta Wealth Advisors Inc. ($73.62K), Larson Financial Group LLC ($63.75K), Saxony Capital Management LLC ($57.77K), and Heirloom Wealth Management ($42.48K).

Institutional investors have sold a total of 904,938 shares in the last 24 months. This volume of shares sold represents approximately $37.81M in transactions.


Related Companies

This page (NYSEARCA:DFIP) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel